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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
SCM
2826
Simcoe Capital Management
New York
| $253M | +$23M | +10% | 10.6% | 48.7% | 18 | 50% | 1 |
|
| 2827 |
2827
Csenge Advisory Group
Clearwater,
Florida
| $253M | – | – | 3.97% | 66.3% | 258 | – | 0 |
|
| 2828 |
2828
Dynamic Advisor Solutions
Phoenix,
Arizona
| $253M | -$5.56M | -2% | 3.22% | 70.9% | 237 | 16.03% | 1.8 |
|
| 2829 |
AAM
2829
AR Asset Management
West Hollywood,
California
| $252M | +$6.23M | +3% | 2.65% | 64.9% | 119 | 2.52% | 3.4 |
|
| 2830 |
GIPM
2830
G2 Investment Partners Management
New York
| $252M | +$27.1M | +12% | 17.3% | 1,145% | 81 | 54.32% | 0.7 |
|
| 2831 |
CCB
2831
Cutter & Co Brokerage
Ballwin,
Missouri
| $252M | -$2.2M | -0.9% | 4.18% | 40.4% | 288 | 14.24% | 2.1 |
|
| 2832 |
2832
Ausdal Financial Partners
Davenport,
Iowa
| $252M | +$17.8M | +8% | 4.51% | 63.2% | 353 | 15.86% | 1.1 |
|
| 2833 |
2833
LVW Advisors
Pittsford,
New York
| $252M | -$32.4M | -11% | 3.65% | 71.5% | 143 | 35.66% | 1.7 |
|
| 2834 |
LA
2834
Lynch & Associates
Newburgh,
Indiana
| $252M | -$1.44M | -0.6% | 4.74% | 73.5% | 104 | 9.62% | 3.6 |
|
| 2835 |
VNA
2835
VNBTrust National Association
Charlottesville,
Virginia
| $252M | +$3.48M | +1% | 7.5% | 42.9% | 125 | 16.8% | 2.7 |
|
| 2836 |
UBWV
2836
United Bank (West Virginia)
Parkersburg,
West Virginia
| $252M | +$13.9M | +6% | 3.51% | 22.5% | 111 | 4.5% | 3.1 |
|
| 2837 |
BCM
2837
Birmingham Capital Management
Birmingham,
Alabama
| $251M | +$3.21M | +1% | 3.85% | 103% | 108 | 8.33% | 3.6 |
|
| 2838 |
SCM
2838
Stonehill Capital Management
New York
| $251M | -$13.4M | -5% | 12% | 117% | 14 | 0% | 1.2 |
|
| 2839 |
2839
Royal Fund Management
Lady Lake,
Florida
| $251M | +$15.3M | +6% | 5.1% | 92.4% | 553 | 21.88% | 0.6 |
|
| 2840 |
IA
2840
Independence Advisors
Wayne,
Pennsylvania
| $251M | -$394K | -0.2% | 3.73% | 24.4% | 79 | 16.46% | 1 |
|
| 2841 |
SC
2841
ShearLink Capital
New York
| $251M | +$23.8M | +10% | 5.36% | 49.1% | 22 | 36.36% | 0.6 |
|
| 2842 |
PGC
2842
Pacific Grove Capital
San Francisco,
California
| $251M | +$31.5M | +14% | 2.93% | 9.9% | 102 | 65.69% | 0.2 |
|
| 2843 |
2843
Arete Wealth Advisors
Chicago,
Illinois
| $251M | +$32M | +15% | 2.86% | 85.3% | 282 | 22.34% | 1.2 |
|
| 2844 |
AIMU
2844
Allianz Investment Management US
Minneapolis,
Minnesota
| $251M | +$31.8M | +15% | 0.56% | 7.58% | 4 | 25% | 0.6 |
|
| 2845 |
2845
Strid Group
Newtown Square,
Pennsylvania
| $250M | +$23.6M | +10% | 5.2% | 50.4% | 34 | 14.71% | 1 |
|
| 2846 |
2846
Advocacy Wealth Management Services
Atlanta,
Georgia
| $250M | -$29.2M | -10% | 0.5% | 48.3% | 336 | 21.13% | 1.8 |
|
| 2847 |
FP
2847
FDO Partners
Cambridge,
Massachusetts
| $250M | -$217M | -47% | 0.85% | – | 334 | 69.76% | 0.2 |
|
| 2848 |
2848
Ascent Wealth Partners
New Hartford,
New York
| $250M | +$17.3M | +7% | 6.29% | 94.4% | 128 | 13.28% | 2.5 |
|
| 2849 |
SCC
2849
Second Curve Capital
Radnor,
Pennsylvania
| $249M | -$29.8M | -11% | 1.73% | 160% | 28 | 10.71% | 2.3 |
|
| 2850 |
CP
2850
Clover Partners
Dallas,
Texas
| $249M | -$43.8M | -15% | 4.35% | 32.2% | 34 | 29.41% | 1.6 |
|